Meta Strikes Multiyear Nvidia Deal for Millions of GPUs and CPUs
Meta Platforms shares rose 2% in after-hours trading after the company struck a multiyear deal to deploy millions of Nvidia Blackwell and Rubin GPUs plus Spectrum-X Ethernet switches. The agreement also includes first large-scale deployment of Nvidia’s Grace-only CPUs in Meta’s hyperscale AI data centers and privacy-enhanced features for WhatsApp.
1. Multiyear Nvidia AI Infrastructure Deal
Meta has entered a multiyear strategic partnership with Nvidia to expand its AI infrastructure by building hyperscale data centers optimized for training and inference. The pact will deploy millions of Nvidia Blackwell and Rubin GPUs alongside Spectrum-X Ethernet switches to support the company’s large-scale personalization and recommendation systems.
2. First Large-Scale Grace-Only CPU Integration
As part of the agreement, Meta will implement Nvidia’s Grace-only CPUs in its data centers for the first large-scale deployment of these processors. Grace CPUs are expected to deliver significant performance-per-watt improvements, with further expansions planned for the next-generation Vera CPUs around 2027.
3. Privacy-Enhanced AI for WhatsApp
Meta has adopted Nvidia Confidential Computing to enable AI-driven features on WhatsApp while protecting user privacy. The company plans to extend these privacy-enhanced computing capabilities across its portfolio to bolster data security in its AI applications.